Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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Location
Edward Jones - Financial Advisor: David W Stone, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: David W Stone, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: David W Stone, CFP®|AAMS® offer?
We provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, and investment management tailored to your financial goals.
Where is Edward Jones - Financial Advisor: David W Stone located?
Our office is located at 455 Hwy 123 Bypass, Suite F, Seneca, SC 29678, United States.
What are the office hours for Edward Jones - Financial Advisor: David W Stone?
We are open Monday to Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 4:00 PM. We are closed on weekends.
How can I contact David W Stone at Edward Jones?
You can reach David W Stone via phone at +1 864-985-1301 or by email at david.stone@edwardjones.com.
Is it possible to schedule a consultation with David W Stone online?
Yes, you can schedule a consultation through our contact page at https://www.edwardjones.com/us-en/financial-advisor/david-stone/contact/.
Do you offer any online tools to help with retirement planning?
Yes, we offer a retirement savings calculator that you can try online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to see if you're retirement ready.
Which languages are spoken at Edward Jones - Financial Advisor: David W Stone?
Our services are provided in English.
What nearby parks or outdoor areas can I visit before or after my appointment?
You can visit the Chauga River Scenic Area, a nearby park and active life area, which is great for relaxing before or after your visit.
Are there any nearby real estate agencies close to Edward Jones for additional client services?
Yes, nearby real estate agencies include Keller Williams Realty, Naylor & Naylor Team of KW Seneca, and Keller Williams Seneca, which could assist if you're considering property investments.
What other financial service providers are near Edward Jones - Financial Advisor: David W Stone?
Wells Fargo Advisors and Community First Bank are nearby financial services that might be of interest for additional banking or investment needs.